Join Our Team
Client Advisor
Join Our Growing Team at Adion Financial Group!
Are you passionate about helping people protect what matters most? At AFG, we’re on a mission to provide individuals and business owners with trusted guidance and innovative insurance solutions. We're looking for a Client Advisor who loves connecting with people, thrives in a team environment, and wants to grow with a company that truly puts its employees first. If that sounds like you, we’d love to meet you!
What You’ll Do:
- Be the go-to resource for client communications, providing timely, helpful service by phone, email, or chat.
- Process and track claims while keeping clients informed every step of the way.
- Support Client Account Managers with file maintenance using our CRM and cloud storage systems.
- Issue certificates, endorsements, and assist with billing needs.
- Build strong relationships with clients and carriers, earning trust and loyalty.
- Encourage referrals and 5-star reviews by delivering memorable experiences.
- Cross-sell products that meet client needs and enhance their protection.
- Help with mail, phones, and special projects as assigned.
- Take part in training and development opportunities that grow your skills.
What We’re Looking For:
- 2+ years of customer service experience (insurance quoting/servicing in the U.S. is highly preferred).
- Excellent English communication skills (C1 or above) and strong attention to detail.
- Tech-savvy and comfortable navigating systems, databases, and digital tools.
- A proactive, friendly attitude with a genuine desire to help people.
- Bachelor's degree preferred.
- A reliable internet connection (Fiber Optic, 50mbps or higher).
Why You’ll Love Working With Us:
- Completely Remote – Work from the comfort of your home with all the tools you need.
- Market-Competitive Salary
– Your experience and performance are rewarded.
- Performance Bonuses
– Your impact matters, and we show appreciation for it.
- Paid Time Off – Take the time you need to recharge.
- Company-Provided Equipment
– We’ll set you up for success.
- People-First Culture
– We believe happy employees create happy clients.
- Team-Oriented Environment – You’ll never feel like you’re working alone.
If you’re ready to join a people-first company that’s redefining what it means to work in insurance, we’d love to hear from you! Apply now and let’s grow together.
Job Type:
Full-Time | Remote
Skills: Excellent Communication Skills, Detail Oriented, Tech Savvy